TOP industries, TOP Lead Sources? Total Invoices in the year, average invoice, total number of customers who generated these invoices, total number of "new" customers, total amount of accounts receivable. All in one neat and tidy screen.

Task Management

Create tasks, view in list or calendar view, export to iCal calendar, Add tasks for any object Quotes/orders/invoices/customers/vendors/sales leads. See completed, assigned and past due tasks per employee and per category.

Store-wide Require Attention

Easily identify 4 major areas that generate income and how many transactions are in each state with dollar totals. Sales leads, quotes which have not been followed up, orders completed but not invoiced, past due invoices.

Feedback

Ability to collect feedback on each closed invoice.

Customer Management

Sales Leads

Create and track sales leads. Visual indicators alert the age of the lead; as the lead turns yellow if it is 3 days old and red if more than 5 days old. Ability to create tasks for each sales lead to set reminders. Set sales lead states (New, assigned, preparing quote, quoted, lost). Automatic notifications sent when a lead is created as well as assigned to staff. Track the conversation by adding and categorizing notes about the lead. Quote directly from the lead.

Pre-define PMS Color and Fonts per customer which are shown on work orders.

Customer Assets

Ability to add assets at the customer level. Save company logos and other customer files.

Employee Management

Role Based

Grant permissions based on their role. Add or remove permissions to see pricing, costs, reports and more.

Security

Static IP Based and Time based access control

User Dashboard

myVOX - A bird’s eye view of what a person is responsible for in the store. If it is a salesperson - shows all their sales leads/quotes/orders/invoices, if it is a designer/production shows all their production jobs in different states.

Task Managemnet

Assign responsibilities with a task that, when created will notify the specific employee of the responsibility. See assigned, past due and completed tasks per employee.

Signatures

User level customizable email signatures.

Inside/Outside Sales Commission

Inside and Outside sales commission on Cost, Profit, Gross Price

Vendor Management

Purchase Orders

Track and manage purchase orders

Preferred Vendor

Rank Vendors in preference of materials ordered.

Vendor Pricing

Associate all materials to vendor prices for easy PO creation and price checking.

If you are migrating from a previous POS - we can migrate all your customers, legacy invoices, pricing, materials etc., We can migrate data from Quickbooks, Cyrious, EstiMate, CASper, Activity and others.